Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sverre Halvorsen is a financial advisor with First Horizon Advisors, Inc. located in Charlotte, NC. David has been in the financial industry since 1996 and is licensed to provide investment advice in North Carolina. David's specializations include: Portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and educational seminars. David is also licensed to offer securities and investment advisory services through First Horizon Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
04/21/2017 - Present
First Horizon Advisors, Inc. (Charlotte NC)
NC
01/28/2011 - 04/18/2017
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
10/23/2009 - 02/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
05/24/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/21/2001 - 04/07/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
03/23/2000 - 01/17/2001
STEPHENS INC. (LITTLE ROCK AR)
NY
05/06/1999 - 02/28/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
09/04/1996 - 05/27/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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